Selective Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-12,150
Closed -$222K 367
2022
Q3
$222K Sell
12,150
-7,190
-37% -$145K 0.1% 112
2022
Q2
$388K Buy
19,340
+18,715
+2,994% +$395K 0.14% 94
2022
Q1
$13K Buy
+625
New +$13K ﹤0.01% 501

Other funds holding HDV

Selective Wealth Management's HDV Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q4 2022, closing a stake of 12,150 shares — an estimated $222K sold.

Selective Wealth Management first reported a position in HDV in Q1 2022 and held it in 3 quarters. The position peaked at $388K in Q2 2022. 748 funds tracked by Wall St. Rank hold HDV as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 12,150 iShares Core High Dividend ETF shares in Q4 2022, an estimated $222K.
  • Selective Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's iShares Core High Dividend ETF position peaked at $388K in Q2 2022.
  • 748 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.